2022 SMArtX Top Strategist

Get to know Flexible Plan Investments

2022 Strategist of the Year

Flexible Plan Investments (FPI) is a turnkey asset management program (TAMP) where advisers can access and combine multiple risk-managed strategies within a single account. These fee-based separately managed accounts can provide diversified portfolios of dynamically risk-managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisers the OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress, making client conversations a breeze.

Your FPI team of 80+ professionals is ready to assist and save you time. They include:

  • A personal support team to help you gain AUM, improve client retention, and add value to your firm.
  • Client services specialists to answer questions and assist with accounts.
  • Administrative support for your back-office needs.

Industry recognition


Preparing for what lies ahead with dynamic risk management

Helping clients reach their chosen destination can be challenging enough without limiting portfolios to one defensive tool. To navigate the risk that exists in each market environment, investors need a portfolio that can continuously respond to market changes with several defensive tools—aiming not only to smooth out market volatility but also to seek opportunities for growth.

Respond automatically to changes in market conditions

Smooth volatility in up and down markets

Employ multiple levels of risk management—mitigating steep losses in bear markets

Keep fees low while offering a turnkey, fully diversified investment solution

Take advantage of changing market environments

Manage exposure to risk

Clients can track their progress with our proprietary OnTarget Investing process

QFC Multi-Strategy Explore: Equity Trends

The strategy behind the award

QFC Multi-Strategy Explore: Equity Trends is a turnkey strategy of strategies that blends Flexible Plan Investments’ Quantified Fee Credit (QFC) non-core equity strategies to produce satellite—or “explore”—portfolios designed to be diversified, durable, and robust.

QFC Multi-Strategy Explore: Equity Trends is designed for investors seeking (1) a dynamically risk-managed blend of tactical equity strategies, (2) the ability to go defensive, and (3) equity-like growth potential.

Want to know more?

See how QFC Multi-Strategy Explore: Equity Trends performs in 30 different market environments.

Download the Crash Test Report

Compare your existing portfolio to QFC Multi-Strategy Explore: Equity Trends.

Schedule an appointment